Service Plans
Service plans are what is offered by your company for customers to subscribe to. An exmaple would be "Wireless 30/10 Internet", VoIP, Web Hosting, anything a customer pays for.
Service Plan CSV Format
Below is the format required for the CSV to be imported into Nucleo. Feel free to download the CSV template below.
Columns
- Name
ID- Type
- string | int
- Description
Unique identifier on your current system. In subsequent imports, Nucleo will bind the existing data to this ID for any service that references this plan.
- Name
Primary Category- Type
- int
- Description
ID of the Primary Category for the service plan (see table below).
- Name
Secondary Category- Type
- int
- Description
Optional ID of the Secondary Category for the service plan (see table below)
- Name
Status- Type
- int
- Description
ID of the status (see table below)
- Name
Name- Type
- string
- Description
Name of the service plan.
- Name
Allowed Sites- Type
- string
- Description
Determines the type of site the service plan can be assigned to (see table below)
- Name
Limited Subtypes- Type
- string
- Description
If the service plan should be limited to a sub type (see table below).
- Name
Monthly Price- Type
- decimal
- Description
The dollar amount that will be billed each month for the service plan.
- Name
Three Months Price- Type
- decimal
- Description
The dollar amount that will be billed every 3 months for the service plan.
- Name
Six Months Price- Type
- decimal
- Description
The dollar amount that will be billed every 6 months for the service plan.
- Name
One Year Price- Type
- decimal
- Description
The dollar amount that will be billed every year for the service plan.
- Name
Two Years Price- Type
- decimal
- Description
The dollar amount that will be billed every two years for the service plan.
- Name
Download Speed- Type
- number
- Description
Integer number of Mb for download speed if the service plan is for internet.
- Name
Upload Speed- Type
- number
- Description
Integer number of Mb for upload speed if the service plan is for internet.
Available Primary Categories
Below are the primary categories available to bind to a service plan in Nucleo.
| Primary Category ID | Category Name |
|---|---|
| 1 | Broadband |
| 2 | Hosting |
| 3 | VoIP |
| 4 | Managed Services |
| 5 | Addon |
Available Secondary Categories
Below are the secondary categories that are optional to apply to a service plan in Nucleo. Only apply a secondary category in tandem with the appropriate primary category.
| Secondary Category ID | Primary Category | Category Name |
|---|---|---|
| 1 | Broadband (id: 1) | Wireless |
| 2 | Broadband (id: 1) | Fiber |
| 3 | Broadband (id: 1) | Cable |
| 4 | Broadband (id: 1) | DSL |
| 5 | Broadband (id: 1) | Copper Ethernet |
| 6 | Hosting (id: 2) | Web |
| 7 | Hosting (id: 2) | |
| 8 | Hosting (id: 2) | Domain Registration |
| 9 | Hosting (id: 2) | SSL Certificate |
| 10 | Hosting (id: 2) | Co-location |
Allowed Sites
The values for the type of sites the service plan can be added to.
| Name | Description | Value |
|---|---|---|
| Customer Sites Only | The service plan can only be added to a customer site | customer-only |
| Internal Sites Only | The service plan can only be added to internal sites | internal-sites-only |
| Any Type of Site | The service plan can be added to any site | any-type-of-site |
| No Site | No site is required for the service plan to be added | no-site |
Limited Sub Types
Limit which sub-types the service plan can be added to.
| Name | Description | Value |
|---|---|---|
| Any Subtype | The service plan can be added to any sub type | any-subtype |
| Tower | The service plan can only be added to a tower | tower |
| Datacenter | The service plan can only be added to datacenters | datacenter |
Process
Once imported, you can apply these service plans to to customer services.